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Alan Sharpe

If you want to generate more leads and win more deals, learn how to write awesome marketing case studies. A case study is a type of marketing content that tells the story of how a customer achieved success with your product or service.

The secret to your success is picking the right customer, and asking them the right questions. When you pick an awesome customer, and when you get them to give you equally awesome answers to your questions, you end up with, you guessed it, an awesome case study.

Read more

If you want to generate more leads and win more deals, learn how to write awesome marketing case studies. A case study is a type of marketing content that tells the story of how a customer achieved success with your product or service.

The secret to your success is picking the right customer, and asking them the right questions. When you pick an awesome customer, and when you get them to give you equally awesome answers to your questions, you end up with, you guessed it, an awesome case study.

I’m Alan Sharpe, and welcome to my course on how to write amazing B2B case studies. I designed this course for salespeople, marketers, content writers, copywriters and anyone else who has to generate B2B leads and nurture B2B leads with the written word.

Sales and marketing leaders consistently rank case studies as one of the most effective pieces of sales collateral in their toolbox. In this course, I teach you step by step how to write them.

I teach you how to:

  • pick the right customer

  • match your case study to your intended reader

  • prepare for your customer interview

  • ask the right questions and follow up questions

  • turn your interview transcript into an outline

  • turn that outline into a powerful, logical, compelling, persuasive case study

In this course, you learn how to write your case study title, the four mandatory sections, and the four optional extras of every case study. Look over my shoulder as I start with a blank screen and write a B2B case study from scratch, guiding you every step of the way. Learn the things you must do, the blunders you must avoid, and the best practices you must follow to make your case studies awesome, and effective.

I have been writing marketing case studies for more than 30 years. I have been interviewing business leaders and turning their answers into compelling case studies since before the internet was a thing. In this course, I show you all that I’ve learned the hard way along the way.

If you need to write case studies that help you secure more sales appointments and win more deals, check out the detailed course description below. Watch the free preview lessons. Read the reviews from my satisfied students. Then enroll now.

Enroll now

What's inside

Learning objectives

  • How to interview a customer to get the facts needed to write a case study
  • How to format a case study to give it a logical and compelling flow
  • How to write each of the four sections of a case study so that they showcase the customer's success with your solution
  • How to title your case study so that it attracts your prime prospects

Syllabus

Prepare for Success
Understand the The Who, What, Why, Where, When & How of Case Studies
Anatomy of a Case Study
Pick the Best Customer
Read more
Prepare for Your Customer Interview
Interview Your Customer
Ask about the Company
Ask about the Situation
Ask about the Solution
Ask About the Results
Write Your Case Study
Turn Your Transcript Into an Outline
Write About the Company
Write About the Situation
Write About the Solution
Write About the Results
Write the Extras
Write the Title
Use ChatGPT to Summarize Your Case Study with AI Text Content Generation
Mistakes to Avoid when Writing Case Studies
Course Extras
Transcript of Each Lesson
Questions to Ask Your Customer During the Case Study Interview
Sample Case Study 1
Sample Case Study 2
Sample Case Study 3

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Write a Compelling B2B Case Study / Customer Success Story with these activities:
Review B2B Marketing Fundamentals
Solidify your understanding of B2B marketing principles to better grasp the context and purpose of case studies.
Browse courses on B2B Marketing
Show steps
  • Review key B2B marketing concepts.
  • Identify the role of case studies in the B2B sales cycle.
Read 'Everybody Writes' by Ann Handley
Improve your writing skills to create more engaging and persuasive case studies.
Show steps
  • Read the book and take notes on key writing principles.
  • Apply the principles to your case study writing.
Practice Interview Questioning
Refine your interviewing skills to extract valuable information from customers for your case studies.
Show steps
  • Create a list of sample interview questions.
  • Role-play customer interviews with a colleague.
  • Record and review your interview performance.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Analyze Existing Case Studies
Learn from successful case studies by dissecting their structure, content, and persuasive techniques.
Show steps
  • Find several examples of well-regarded B2B case studies.
  • Analyze the structure and flow of each case study.
  • Identify the key elements that make them effective.
Develop a Case Study Outline Template
Create a reusable template to streamline the case study writing process.
Show steps
  • Define the essential sections of a case study.
  • Create a template with placeholders for each section.
  • Refine the template based on feedback and experience.
Create a Case Study Portfolio
Showcase your case study writing skills to potential clients or employers.
Show steps
  • Select your best case studies.
  • Format them professionally.
  • Create a portfolio website or document.
Read 'Building a StoryBrand' by Donald Miller
Apply storytelling principles to make your case studies more engaging and memorable.
Show steps
  • Read the book and understand the StoryBrand framework.
  • Apply the framework to structure your case studies.

Career center

Learners who complete Write a Compelling B2B Case Study / Customer Success Story will develop knowledge and skills that may be useful to these careers:

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Write a Compelling B2B Case Study / Customer Success Story.
Comprehensive guide to writing compelling content, covering various aspects from grammar and style to storytelling and audience engagement. It provides practical advice and actionable tips that can be directly applied to crafting effective case studies. It emphasizes the importance of understanding your audience and tailoring your message to resonate with them, which is crucial for writing persuasive case studies. This book valuable resource for anyone looking to improve their writing skills and create content that drives results.
Focuses on clarifying your brand's message using the power of storytelling. Understanding the StoryBrand framework can help you structure your case studies in a way that resonates with your audience and highlights the customer's journey to success. It provides a valuable perspective on how to position your customer as the hero of the story and showcase your product or service as the guide that helps them achieve their goals. This book is commonly used by marketing professionals and business owners.

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